Defined Benefit (Pension) · DOL Form 5500 · 2023
Beam Global Spirits & Wine, Inc. Pension Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 318
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $534,850
- Avg per participant High balance/head
Official DOL plan name: Beam Pension Plan · Sponsored by Beam Global Spirits & Wine, Inc. · Illinois · Manufacturing
$170M in assets, 318 participants
Beam Global Spirits & Wine, Inc.'s Beam Pension Plan reported $170M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #17,024 in Manufacturing (18,722 peers)
Coverage in Illinois
Beam Pension Plan covers 318 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $170M.
- #17,024
- in Manufacturing (18,722 peers)
- -19.6%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beam Pension Plan's outsized position by total assets
Beam Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,082,180 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Beam Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beam Pension Plan sits mid-pack in the medium band (318 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beam Pension Plan reported net income rose from -$82M in the plan year 2022 filing to -$41M in the plan year 2023 filing.
- Beam Pension Plan end-of-year assets fell from $212M in the plan year 2022 filing to $170M in the plan year 2023 filing.
- Beam Pension Plan reported participants fell from 348 in the plan year 2022 filing to 318 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 364054676 · Beam Global Spirits & Wine, Inc. PY 2023 · Defined Benefit (Pension)
Beam Pension Plan · $170M · 318 · 94th
- 5500 $170M
- 5500 318
- 5500 94th
- 5500 Defined Benefit (Pension)
- 5500 near Idaho Plumbers and Pipefitters Pension Plan
- 5500 ind #17024
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Illinois →
Beam Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | -$41M |
| Employer EIN | 364054676 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beam Global Spirits & Wine, Inc.)
Sponsor-wide plan assets over time
All Beam Global Spirits & Wine, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 24.885541916515404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 348 | $212M |
| 2023 | 1 | 318 | $170M |
| 2024 | 1 | 295 | $159M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Beam Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Idaho Plumbers and Pipefitters Pension Plan in OR ($170M); by covered participants it is Plumbers, Pipefitters & Apprentices Local 112 Pension Plan in NY (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- Idaho Plumbers and Pipefitters Pension Plan (OR) $170M · 1,299
- Cash Balance Plan for Partners & Sr. Staff of Stb LLP (NY) $170M · 168
- Cenveo Worldwide Limited Pension Plan (CT) $171M · 261
- Standard Chartered Bank Retirement Account Plan (NJ) $171M · 194
Similar participant headcount
Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.